Take Point on Retirement

Are You Really Ready to Retire? - The Money, Income and Market Risks That Can Make—or Break—Your Retirement

Fri, 28 Aug 2026 19:18:57 -0400

Is Your Portfolio Ready for a Market Shake-Up? This week, Financial Advisor Erick Arnett explains why working longer shouldn’t be your only retirement strategy, and answers the question of how much do you REALLY need to retire?

Enjoying the podcast? Leave a 5-star rating and review - it helps more people find the show!

Have questions about retirement planning, financial planning, 401(k) analysis, and portfolio management? Connect with Erick and Jim and the topic could be featured in future episodes! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge.

---

📻 Listen LIVE every Saturday at 7:30 AM ET and Sunday at 8:30 AM ET on News + Talk 99.9 WXJB:

https://www.wxjbfm.com/

🌐 Visit our website:

https://takepointwealth.com/

🎧 Listen to the podcast:

https://takepointwealth.podbean.com/

📺 Subscribe on YouTube:

https://www.youtube.com/@TakePointOnRetirement

---

📞Connect with Erick Arnett:

Phone (Tampa Bay) --- (352) 707-2889

Phone (Nationwide Clients) --- (888) 991-1287

Email --- Erick@takepointwealth.com

Website --- https://takepointwealth.com/

LinkedIn --- https://www.linkedin.com/in/erick-jon-arnett-4b3bbb7

👍 Like, Comment, and Subscribe for more content on retirement planning, financial planning, 401(k) analysis, and portfolio management

---

Erick and his team are experienced independent investment and tax advisors who have been helping individuals, families, and business owners for over 20 years. They work to help clients pursue their financial goals and work toward financial freedom. Erick is most proud of his military service and the values, ethics, and principles he learned as a soldier serving his country. He chose the name Take Point Wealth Management to honor fallen comrades and the soldiers and leaders still serving today. Erick feels a sense of duty to help protect those around him. He and his team believe in helping clients pursue financial freedom by taking point and leading retirees into retirement.

Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies.

Social Security Is Too Valuable to Leave Unplanned - Claiming Strategies, Spousal Benefits & Survivor Income

Fri, 21 Aug 2026 19:32:29 -0400

Social Security can provide dependable income for life, but the amount retirees receive depends heavily on the decisions they make before filing…Claiming age, marital status, work history, taxes, and survivor needs can all affect how Social Security supports a household throughout retirement. This week, Financial Advisor Erick Arnett explores an essential question for retirees and pre-retirees: How can a thoughtful claiming strategy help you make the most of one of your most valuable retirement assets? Plus, Erick explains how Social Security is more than just a benefits check, plus, what is the best age to claim?

Enjoying the podcast? Leave a 5-star rating and review - it helps more people find the show!

Don’t miss this episode if you’re looking to further secure your financial future. Make sure to subscribe to Take Point on Retirement for more episodes and leave us a review!

---

📻 Listen LIVE every Saturday at 7:30 AM ET and Sunday at 8:30 AM ET on News + Talk 99.9 WXJB:

https://www.wxjbfm.com/

🌐 Visit our website:

https://takepointwealth.com/

🎧 Listen to the podcast:

https://takepointwealth.podbean.com/

📺 Subscribe on YouTube:

https://www.youtube.com/@TakePointOnRetirement

---

📞Connect with Erick Arnett:

Phone (Tampa Bay) --- (352) 707-2889

Phone (Nationwide Clients) --- (888) 991-1287

Email --- Erick@takepointwealth.com

Website --- https://takepointwealth.com/

LinkedIn --- https://www.linkedin.com/in/erick-jon-arnett-4b3bbb7

👍 Like, Comment, and Subscribe for more content on retirement planning, financial planning, 401(k) analysis, and portfolio management

---

Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies.

Retirement Readiness Check - How to Make Sure Nothing Slips Through the Cracks Before and During Retirement

Fri, 14 Aug 2026 19:27:34 -0400

This week, Financial Advisor Erick Arnett breaks down a Retirement Readiness Check - how to make sure nothing slips through the cracks before and during retirement…Plus, Erick discusses the most important steps for people close to retirement, plus, social security COLA for 2027, and forgotten 401ks.

Enjoying the podcast? Leave a 5-star rating and review - it helps more people find the show!

Don’t miss this episode if you’re looking to further secure your financial future. Make sure to subscribe to Take Point on Retirement for more episodes and leave us a review!

---

📻 Listen LIVE every Saturday at 7:30 AM ET and Sunday at 8:30 AM ET on News + Talk 99.9 WXJB:

https://www.wxjbfm.com/

🌐 Visit our website:

https://takepointwealth.com/

🎧 Listen to the podcast:

https://takepointwealth.podbean.com/

📺 Subscribe on YouTube:

https://www.youtube.com/@TakePointOnRetirement

---

📞Connect with Erick Arnett:

Phone (Tampa Bay) --- (352) 707-2889

Phone (Nationwide Clients) --- (888) 991-1287

Email --- Erick@takepointwealth.com

Website --- https://takepointwealth.com/

LinkedIn --- https://www.linkedin.com/in/erick-jon-arnett-4b3bbb7

👍 Like, Comment, and Subscribe for more content on retirement planning, financial planning, 401(k) analysis, and portfolio management

---

Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies.

Podcast Extra: Financial Mistake – Failing to Invest in Real Estate

Wed, 12 Aug 2026 03:03:00 -0400

Today, as inflation continues to reshape retirement planning, more Americans are beginning to view real estate differently—not simply as a place to live, but as an important part of a long-term financial strategy.

Key Points Covered:

Inflation and investments balancing out purchasing power
How younger millennials view real estate investments
How investment property becomes a potential tangible asset

---

📻 Listen LIVE every Saturday at 7:30 AM ET and Sunday at 8:30 AM ET on News + Talk 99.9 WXJB:

https://www.wxjbfm.com/

🌐 Visit our website:

https://takepointwealth.com/

🎧 Listen to the podcast:

https://takepointwealth.podbean.com/

📺 Subscribe on YouTube:

https://www.youtube.com/@TakePointOnRetirement

---

📞Connect with Erick Arnett:

Phone (Tampa Bay) --- (352) 707-2889

Phone (Nationwide Clients) --- (888) 991-1287

Email --- Erick@takepointwealth.com

Website --- https://takepointwealth.com/

LinkedIn --- https://www.linkedin.com/in/erick-jon-arnett-4b3bbb7

👍 Like, Comment, and Subscribe for more content on retirement planning, financial planning, 401(k) analysis, and portfolio management

---

Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies.

Podcast Extra: 99 Smart Ways to Save Money in Today's Economy

Wed, 29 Jul 2026 13:29:01 -0400

As prices continue to challenge household budgets, finding practical ways to save money has never been more important. In this podcast extra, Retirement.Radio's Matt McClure sits down with Stephen Perrine, executive editor of AARP The Magazine and AARP Bulletin, to discuss AARP's annual 99 Great Ways to Save guide.

The conversation covers:

Smart grocery shopping strategies that can help reduce impulse spending.
Creative ways to use AI as a money-saving tool, from negotiating fees to planning travel.
Easy travel tips that can help lower fuel costs on your next road trip.
Online shopping tricks that could unlock discounts before you click "buy."
Resources from AARP that can help you stretch your dollars throughout the year.

Whether you're preparing for retirement or simply looking for practical ways to make your money go further, this interview is packed with actionable tips you can start using today.

---

📻 Listen LIVE every Saturday at 7:30 AM ET and Sunday at 8:30 AM ET on News + Talk 99.9 WXJB:

https://www.wxjbfm.com/

🌐 Visit our website:

https://takepointwealth.com/

🎧 Listen to the podcast:

https://takepointwealth.podbean.com/

📺 Subscribe on YouTube:

https://www.youtube.com/@TakePointOnRetirement

---

📞Connect with Erick Arnett:

Phone (Tampa Bay) --- (352) 707-2889

Phone (Nationwide Clients) --- (888) 991-1287

Email --- Erick@takepointwealth.com

Website --- https://takepointwealth.com/

LinkedIn --- https://www.linkedin.com/in/erick-jon-arnett-4b3bbb7

👍 Like, Comment, and Subscribe for more content on retirement planning, financial planning, 401(k) analysis, and portfolio management

---

Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies.

The Four Biggest Questions Financial Advisors Hear Every Day—and the Answers That Can Shape Your Financial Future

Fri, 10 Jul 2026 13:04:54 -0400

Every day, retirement planning specialists sit down with people who have spent decades working, saving, investing, and preparing for retirement. And while every client is unique, there are four questions that come up almost every single day. They're simple questions—but the answers can dramatically impact someone's financial future…On this week’s show, Host Jim Tarabocchia and Lead Financial Advisor Erick Arnett are tackling those four questions head-on. The guys explain what retirement professionals look for, what mistakes people commonly make, and what you should be thinking about before making major financial decisions. Whether you're five years away from retirement or already enjoying it, this is a show you won't want to miss!

Enjoying the podcast? Leave a 5-star rating and review - it helps more people find the show!

Don’t miss this episode if you’re looking to further secure your financial future. Make sure to subscribe to Take Point on Retirement for more episodes and leave us a review!

---

📻 Listen LIVE every Saturday at 7:30 AM ET and Sunday at 8:30 AM ET on News + Talk 99.9 WXJB:

https://www.wxjbfm.com/

🌐 Visit our website:

https://takepointwealth.com/

🎧 Listen to the podcast:

https://takepointwealth.podbean.com/

📺 Subscribe on YouTube:

https://www.youtube.com/@TakePointOnRetirement

---

📞Connect with Erick Arnett:

Phone (Tampa Bay) --- (352) 707-2889

Phone (Nationwide Clients) --- (888) 991-1287

Email --- Erick@takepointwealth.com

Website --- https://takepointwealth.com/

LinkedIn --- https://www.linkedin.com/in/erick-jon-arnett-4b3bbb7

👍 Like, Comment, and Subscribe for more content on retirement planning, financial planning, 401(k) analysis, and portfolio management

---

Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies.

---

Jim Tarabocchia is a seasoned, accomplished award-winning host, communications professional and versatile broadcaster with over 15 years of experience across the media landscape. From the high-energy environment of live sports play-by-play to the nuanced world of public relations and corporate communications, Jim has built a career defined by analytical rigor and meticulous preparation.

A former Division I athlete, Jim brings a disciplined, high-performance mindset to every project. His expertise spans hosting financial radio shows and podcasts, executing complex media relations strategies, and delivering crisp, data-driven commentary. Known for his ability to synthesize complex information into clear, compelling narratives, Jim excels at bridging the gap between technical data and audience engagement. Whether behind the mic or managing public-facing communications, he remains committed to the highest standards of professional excellence and precision.

Annuities Without the Hype - A Clear, Practical Look at Guaranteed Income, Retirement Planning, and the Role Annuities Can Play

Fri, 26 Jun 2026 17:46:44 -0400

This month, as we recognize National Annuity Awareness Month, we're taking time to talk about a retirement topic that continues to generate a lot of questions for families across the country — annuities and guaranteed retirement income. For some people, annuities can help create predictable income and provide peace of mind in retirement. For others, they may not fit their goals at all. The challenge is that many Americans hear conflicting information, complicated terminology, and high-pressure sales messaging that can make it difficult to separate facts from hype. On this week’s show, Host Jim Tarabocchia and Financial Advisor Erick Arnett break down what annuities actually are, how different types of annuities work, and the role they may play within a broader retirement strategy. The guys also talk about some of the biggest myths surrounding annuities and the questions every consumer should ask before making any long-term financial decision.

Enjoying the podcast? Leave a 5-star rating and review - it helps more people find the show!

Don’t miss this episode if you’re looking to further secure your financial future. Make sure to subscribe to Take Point on Retirement for more episodes and leave us a review!

Have questions about retirement planning, financial planning, 401(k) analysis, and portfolio management? Connect with Erick and the topic could be featured in future episodes! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge.

---

📻 Listen LIVE every Saturday at 7:30 AM ET and Sunday at 8:30 AM ET on News + Talk 99.9 WXJB:

https://www.wxjbfm.com/

🌐 Visit our website:

https://takepointwealth.com/

🎧 Listen to the podcast:

https://takepointwealth.podbean.com/

📺 Subscribe on YouTube:

https://www.youtube.com/@TakePointOnRetirement

---

📞Connect with Erick Arnett:

Phone (Tampa Bay) --- (352) 707-2889

Phone (Nationwide Clients) --- (888) 991-1287

Email --- Erick@takepointwealth.com

Website --- https://takepointwealth.com/

LinkedIn --- https://www.linkedin.com/in/erick-jon-arnett-4b3bbb7

👍 Like, Comment, and Subscribe for more content on retirement planning, financial planning, 401(k) analysis, and portfolio management

---

Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies.

---

Retirement Crossroads 2033 - What the Social Security Deadline, Market Volatility & Inflation Mean for Your Future

Fri, 12 Jun 2026 10:46:10 -0400

This week Financial Advisor Erick Arnett and Host Jim Tarabocchia discuss the risk you didn’t see coming, a withdrawal rate wake-up call, and new COLA projections, inflation trends & what retirees need to watch next.

Enjoying the podcast? Leave a 5-star rating and review - it helps more people find the show!

Don’t miss this episode if you’re looking to further secure your financial future. Make sure to subscribe to Take Point on Retirement for more episodes and leave us a review!

---

📻 Listen LIVE every Saturday at 7:30 AM ET and Sunday at 8:30 AM ET on News + Talk 99.9 WXJB:

https://www.wxjbfm.com/

🌐 Visit our website:

https://takepointwealth.com/

🎧 Listen to the podcast:

https://takepointwealth.podbean.com/

📺 Subscribe on YouTube:

https://www.youtube.com/@TakePointOnRetirement

---

📞Connect with Erick Arnett:

Phone (Tampa Bay) --- (352) 707-2889

Phone (Nationwide Clients) --- (888) 991-1287

Email --- Erick@takepointwealth.com

Website --- https://takepointwealth.com/

LinkedIn --- https://www.linkedin.com/in/erick-jon-arnett-4b3bbb7

👍 Like, Comment, and Subscribe for more content on retirement planning, financial planning, 401(k) analysis, and portfolio management

---

Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies.

---

Retirement Without Regret - The Truth About Annuities, Markets, and Income Security

Fri, 22 May 2026 17:53:27 -0400

For some people, annuities are safety. For others, they’re a dirty word. But here’s the truth: Americans are living longer, pensions are disappearing, markets are volatile, and retirement today looks nothing like it did 30 years ago. This week, Financial Advisor Erick Arnett, and Host Jim Tarabocchia cut through the sales pitches and fear tactics to answer one question: Can annuities actually improve retirement outcomes?

Enjoying the podcast? Leave a 5-star rating and review - it helps more people find the show!

Don’t miss this episode if you’re looking to further secure your financial future. Make sure to subscribe to Take Point on Retirement for more episodes and leave us a review!

---

📻 Listen LIVE every Saturday at 7:30 AM ET and Sunday at 8:30 AM ET on News + Talk 99.9 WXJB:

https://www.wxjbfm.com/

🌐 Visit our website:

https://takepointwealth.com/

🎧 Listen to the podcast:

https://takepointwealth.podbean.com/

📺 Subscribe on YouTube:

https://www.youtube.com/@TakePointOnRetirement

---

📞Connect with Erick Arnett:

Phone (Tampa Bay) --- (352) 707-2889

Phone (Nationwide Clients) --- (888) 991-1287

Email --- Erick@takepointwealth.com

Website --- https://takepointwealth.com/

LinkedIn --- https://www.linkedin.com/in/erick-jon-arnett-4b3bbb7

👍 Like, Comment, and Subscribe for more content on retirement planning, financial planning, 401(k) analysis, and portfolio management

---

Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies.

---

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Rotchford & Associates are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

Podcast Extra - Beyond the Battlefield: Smart Money Moves for Service Members and Veterans

Thu, 14 May 2026 11:07:03 -0400

May is Military appreciation month, a time to honor the men and women who serve and have served our great nation…And while we honor those associated with the military, members and veterans are fighting a different battle: finances, and purpose. Key Points Covered:

Finding a purpose - For many who leave the military, the biggest challenge isn’t just money — it’s finding purpose in a new civilian world.
Financial Stability - With a solid financial foundation, veterans gain the freedom to chase meaningful work instead of just any paycheck.
Financial Options - Several powerful financial vehicles are available specifically for former service members.

---

📻 Listen LIVE every Saturday at 7:30 AM ET and Sunday at 8:30 AM ET on News + Talk 99.9 WXJB:

https://www.wxjbfm.com/

🌐 Visit our website:

https://takepointwealth.com/

🎧 Listen to the podcast:

https://takepointwealth.podbean.com/

📺 Subscribe on YouTube:

https://www.youtube.com/@TakePointOnRetirement

---

📞Connect with Erick Arnett:

Phone (Tampa Bay) --- (352) 707-2889

Phone (Nationwide Clients) --- (888) 991-1287

Email --- Erick@takepointwealth.com

Website --- https://takepointwealth.com/

LinkedIn --- https://www.linkedin.com/in/erick-jon-arnett-4b3bbb7

👍 Like, Comment, and Subscribe for more content on retirement planning, financial planning, 401(k) analysis, and portfolio management

---

Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies.

The Retirement Intelligence Report - Advanced Strategies for Income, Taxes, and Legacy

Fri, 08 May 2026 16:16:01 -0400

This week on Take Point on Retirement, Financial Advisor Erick Arnett, and Host Jim Tarabocchia answer the question of will your money last, plus the expense that can really derail your retirement plan, and Taxes, Legacy & Leaving a Plan Behind.

Enjoying the podcast? Leave a 5-star rating and review - it helps more people find the show!

Don’t miss this episode if you’re looking to further secure your financial future. Make sure to subscribe to Take Point on Retirement for more episodes and leave us a review!

---

📻 Listen LIVE every Saturday at 7:30 AM ET and Sunday at 8:30 AM ET on News + Talk 99.9 WXJB:

https://www.wxjbfm.com/

🌐 Visit our website:

https://takepointwealth.com/

🎧 Listen to the podcast:

https://takepointwealth.podbean.com/

📺 Subscribe on YouTube:

https://www.youtube.com/@TakePointOnRetirement

---

📞Connect with Erick Arnett:

Phone (Tampa Bay) --- (352) 707-2889

Phone (Nationwide Clients) --- (888) 991-1287

Email --- Erick@takepointwealth.com

Website --- https://takepointwealth.com/

LinkedIn --- https://www.linkedin.com/in/erick-jon-arnett-4b3bbb7

👍 Like, Comment, and Subscribe for more content on retirement planning, financial planning, 401(k) analysis, and portfolio management

---

Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies.

Estate Planning: The Beneficiary Mistake That Can Cost You Everything

Fri, 01 May 2026 20:52:50 -0400

This week on Take Point on Retirement, Financial Advisor Erick Arnett, and Host Jim Tarabocchia why beneficiaries trump your will, tax traps and hidden consequences, and the keys to performing a simple beneficiary audit.

Enjoying the podcast? Leave a 5-star rating and review - it helps more people find the show!

Don’t miss this episode if you’re looking to further secure your financial future. Make sure to subscribe to Take Point on Retirement for more episodes and leave us a review!

---

📻 Listen LIVE every Saturday at 7:30 AM ET and Sunday at 8:30 AM ET on News + Talk 99.9 WXJB:

https://www.wxjbfm.com/

🌐 Visit our website:

https://takepointwealth.com/

🎧 Listen to the podcast:

https://takepointwealth.podbean.com/

📺 Subscribe on YouTube:

https://www.youtube.com/@TakePointOnRetirement

---

📞Connect with Erick Arnett:

Phone (Tampa Bay) --- (352) 707-2889

Phone (Nationwide Clients) --- (888) 991-1287

Email --- Erick@takepointwealth.com

Website --- https://takepointwealth.com/

LinkedIn --- https://www.linkedin.com/in/erick-jon-arnett-4b3bbb7

👍 Like, Comment, and Subscribe for more content on retirement planning, financial planning, 401(k) analysis, and portfolio management

---

Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies.

Guest Michael Forslund with Fairway Home Mortgage talks with Erick and James

Sat, 21 Mar 2026 08:00:00 -0400

Tactical vs. Passive in Retirement

Thu, 19 Mar 2026 10:52:56 -0400

5 Tips for a Happy Retirement

Thu, 05 Feb 2026 14:52:12 -0500

Key Habits of Upper Class Retirees

Thu, 05 Feb 2026 14:46:28 -0500

The Markets

Mon, 12 Jan 2026 08:00:00 -0500

The Next Chapter: A Christmas Guide to Retirement

Thu, 08 Jan 2026 14:59:46 -0500

The Top 5 Financial Stages of Life

Thu, 08 Jan 2026 14:59:07 -0500

Key Habits of Upper-Class Retirees

Mon, 24 Nov 2025 08:00:00 -0500

The Longevity Challenge

Fri, 21 Nov 2025 10:22:56 -0500

Steps to Help Your Retirement Savings

Mon, 10 Nov 2025 08:00:00 -0500

Volatility

Mon, 03 Nov 2025 08:00:00 -0500

Estate & Legacy Planning

Mon, 27 Oct 2025 08:00:00 -0400

Creating a Lasting Legacy

Mon, 20 Oct 2025 08:00:00 -0400

Creating a Lasting Legacy

Mon, 29 Sep 2025 08:00:00 -0400

Estate and Legacy Planning

Thu, 04 Sep 2025 15:18:53 -0400

Estate and Legacy Planning

Mon, 01 Sep 2025 08:00:00 -0400

5 Strategic Steps to Help Elevate Your Retirement Savings

Fri, 29 Aug 2025 10:19:25 -0400

The Longevity Challenge

Mon, 18 Aug 2025 08:00:00 -0400

Preserving & Optimizing Your 401K

Fri, 15 Aug 2025 12:59:57 -0400

The Longevity Challenge

Mon, 28 Jul 2025 08:00:00 -0400

The Longevity Challenge

Mon, 21 Jul 2025 08:00:00 -0400

5 Strategic Steps to Help Elevate Your Retirement Savings

Mon, 14 Jul 2025 08:00:00 -0400

5 Strategic Steps to Help Elevate Your Retirement Savings

Mon, 07 Jul 2025 15:26:33 -0400

Retirement Income Blueprint

Mon, 30 Jun 2025 08:00:00 -0400

Taxes in Retirement

Mon, 23 Jun 2025 08:00:00 -0400

Retirement Income Blueprint

Mon, 16 Jun 2025 08:00:00 -0400

Creating a Lasting Legacy

Mon, 09 Jun 2025 08:00:00 -0400

Retirement Income Blueprint

Mon, 02 Jun 2025 08:00:00 -0400

Stagflation

Thu, 29 May 2025 17:40:10 -0400

Taxes in Retirement

Thu, 29 May 2025 17:38:43 -0400

Retirement Income Blueprint

Mon, 12 May 2025 08:00:00 -0400

Prepare for a Possible Recession

Mon, 05 May 2025 08:00:00 -0400

Top 5 Ways to Stay Active in Retirement

Mon, 28 Apr 2025 08:00:00 -0400

The Five Financial Stages

Mon, 21 Apr 2025 08:00:00 -0400

Prepare for a Possible Recession

Mon, 14 Apr 2025 08:00:00 -0400

Taxes in Retirement

Fri, 11 Apr 2025 10:24:50 -0400

Creating a Lasting Legacy

Fri, 11 Apr 2025 10:19:54 -0400

Tackling the Twin Threats

Mon, 17 Mar 2025 08:00:00 -0400

The Five Financial Stages

Mon, 10 Mar 2025 08:00:00 -0400

Taxes in Retirement

Mon, 03 Mar 2025 08:00:00 -0500

Tackling the Twin Threats

Mon, 17 Feb 2025 08:00:00 -0500

The Rising Trend of Early Retirements

Fri, 24 Jan 2025 10:30:00 -0500

The Ultimate Retirement Income Plan

Mon, 20 Jan 2025 08:00:00 -0500

The Rising Trend of Early Retirements

Mon, 13 Jan 2025 18:59:55 -0500

The Five Financial Stages

Mon, 06 Jan 2025 08:00:00 -0500

Creating a Lasting Legacy

Fri, 13 Dec 2024 11:23:00 -0500

Retirement Unknowns

Mon, 09 Dec 2024 08:00:00 -0500

Retirement Planning Mind Shift

Thu, 05 Dec 2024 15:35:50 -0500

Four Retirement Unknowns

Mon, 25 Nov 2024 08:00:00 -0500

Creating A Lasting Legacy

Mon, 18 Nov 2024 08:00:00 -0500

The Ultimate Retirement Income Plan

Mon, 11 Nov 2024 08:00:00 -0500

Being Prepared for Retirement

Mon, 04 Nov 2024 08:00:00 -0500

The 5 Financial Stages

Mon, 07 Oct 2024 08:00:00 -0400

Preserving & Optimizing Your 401K

Mon, 30 Sep 2024 08:00:00 -0400

The Ultimate Retirement Income Plan

Mon, 23 Sep 2024 08:00:00 -0400

The Five Financial Stages

Fri, 13 Sep 2024 11:39:00 -0400

401K & Estate Planning

Mon, 09 Sep 2024 08:00:00 -0400

Creating A Lasting Legacy

Mon, 02 Sep 2024 08:00:00 -0400

The Ultimate Retirement Income Plan

Mon, 26 Aug 2024 08:00:00 -0400

Planning for Large IRA's

Thu, 15 Aug 2024 14:17:07 -0400

Summary Retirement Planning Crisis

Mon, 05 Aug 2024 09:56:15 -0400

401K & Estate Planning

Mon, 05 Aug 2024 09:54:47 -0400

Financial Stages of Retirement

Mon, 22 Jul 2024 08:00:00 -0400

Decisions 2024

Wed, 17 Jul 2024 15:06:44 -0400

Creating A Lasting Legacy

Wed, 17 Jul 2024 15:05:02 -0400

10 Ways to Reduce Taxes in Retirement

Mon, 03 Jun 2024 08:00:00 -0400

The Five Financial Stages of Life

Mon, 20 May 2024 09:33:33 -0400

Don’t Worry, Retire Happy: How to Plan for a Successful Retirement

Fri, 10 May 2024 21:09:45 -0400

Erick and Jacob are back this week for an all-new episode to help you prepare for a successful retirement. Listen-in to this installment as the father-son advisory duo discusses how you can minimize the effect taxes will have on your future retirement.

For More Information: TakePointWealth.com

Schedule a Complimentary Consultation with Erick Arnett

Call Take Point Wealth Management Today at (352) 616-0511

Updated Online Budgeting Trends - Interview with Robin Growley

Tue, 23 Apr 2024 18:49:03 -0400

In this bonus interview from Retirement.Radio's Matt McClure, we talk with Robin Growley - Head of Consumer Deposits at Bank of America. The two discuss some new online budgeting trends Robin has been tracking and offer advice on how listeners can navigate them.

For More Information: TakePointWealth.com

Schedule a Complimentary Consultation with Erick Arnett

Call Take Point Wealth Management Today at (352) 616-0511

The Biggest Retirement Mistakes You Want to Avoid

Fri, 19 Apr 2024 19:25:00 -0400

Erick Arnett highlights some of the biggest retirement mistakes and bad financial decisions he sees when helping people prepare for their financial future.

For More Information: TakePointWealth.com

Schedule a Complimentary Consultation with Erick Arnett

Call Take Point Wealth Management Today at (352) 616-0511

Important Social Security Decisions for Married Couples

Wed, 27 Mar 2024 17:50:34 -0400

For More Information: TakePointWealth.com

Schedule a Complimentary Consultation with Erick Arnett

Call Take Point Wealth Management Today at (352) 616-0511

Many Americans are Unprepared for Retirement – Are You?

Fri, 22 Mar 2024 18:41:44 -0400

On this week's installment, Erick and Jacob discuss some alarming statistics about retirement preparedness in the United States, and explain how they can build you a plan to cover all your financial, healthcare and estate planning needs for your golden years.

To Learn More: ActiveWealth.com

Questions about retirement, Medicare or estate planning? Call Take Point Wealth Management today at (352) 616-0511

Healthcare for Heroes: Options & Benefits for Veterans

Wed, 06 Mar 2024 19:10:48 -0500

The Department of Veterans Affairs is announcing that all Veterans who were exposed to toxins and other hazards while serving in the military will be eligible to enroll directly in VA health care on March 5, 2024.

This means that Veterans who were exposed to burn pits, Agent Orange, herbicides, chemicals, nuclear weapons, or other toxins while serving in the military – at home or abroad – will be able to enroll directly in VA health care without first applying for VA benefits.

Retirement.Radio’s Matt McClure speaks with Dr. Shereef Elnahal, Undersecretary for Health at the VA, to find out more about how these veterans can get the help they need.

For More Information: TakePointWealth.com

Ten Steps You Can Take to Retire in Ten Years or Less

Fri, 01 Mar 2024 17:40:02 -0500

Erick and Jacob walk listeners through the ten essential steps you should take as you prepare for retirement. If you want to retire in the next ten years, it’s important that you meet with licensed professionals who can help you protect and grow your hard-earned retirement savings.

Got questions about retirement or estate planning? Call Take Point Wealth Management today at (352) 616-0511

Schedule your complimentary consultation at TakePointWealth.com

How to Minimize Taxes & Fees in Your Retirement Accounts

Fri, 16 Feb 2024 19:48:32 -0500

Erick explains how he helps people see their “results in advance” when planning for their retirement. Plus, he highlights the importance of eliminating silent killers like taxes, fees and target date funds from your overall retirement plan.

Got questions about retirement or estate planning? Call Take Point Wealth Management today at (352) 616-0511

Visit Our Website at TakePointWealth.com

Avoid These Mistakes with Your 401(k)

Fri, 02 Feb 2024 18:15:36 -0500

On this week’s show, Erick explains how a bond replacement can delete fees and eliminate risk for a sizable portion of your portfolio. Plus, millions of Americans are making mistakes with their 401(k) accounts. We point out those landmines so you don’t make any missteps when it comes to planning for retirement.

Schedule your complimentary consultation with Take Point Wealth Management today at TakePointWealth.com

Got questions about taxes or your retirement? Call Take Point Wealth Management today at (352) 616-0511

Taxes in Retirement: How to Optimize Your Golden Years

Fri, 12 Jan 2024 16:52:10 -0500

On this week’s show, Erick is joined by his son and partner, Jacob Arnett. Together, the guys discuss taxes in retirement while sharing strategies for dealing with the IRS and generating tax-free income.

Schedule your complimentary consultation now at TakePointWealth.com

Got questions about your money, taxes or estate planning? Call Take Point Wealth Management today at (352) 616-0511

Planning Ahead to Protect Your Financial Retirement Future

Fri, 22 Dec 2023 16:50:38 -0500

On this week’s show, we share the quote of the week before talking about the importance of having a tailor-made plan for your retirement. What are the important steps you must take to protect your future cashflow? Tune-in to find out, and feel free to contact Erick with your questions!

Schedule a Call with Erick Arnett today at TakePointWealth.com or Call Anytime Directly at (352) 616-0511

Sports and Apparel Companies are Facing a Rough Holiday Season

Thu, 21 Dec 2023 18:17:46 -0500

The holiday shopping season is typically a time of big sales numbers for retailers, but one industry seeing a big decline as of late is the sporting goods and apparel industry.

Tune-In To More Take Point on Retirement at TakePointOnRetirement.com

Protecting Your Retirement from Inflation and a Volatile Economy

Mon, 04 Dec 2023 13:06:13 -0500

On this week’s episode, Erick is back with important information to help listeners outpace inflation with their retirement plans. Plus, what is “sequence of returns risk” and why does it matter? Listen-in to learn how Take Point Wealth can protect you from market volatility and other risks that could put your retirement in jeopardy.

Schedule a complimentary consultation with Erick Arnett today at TakePointWealth.com

Got questions about your retirement? Call Take Point Wealth Management now at (352) 616-0511

Beware Bank CDs: Smart Safe Alternatives to Your Retirement Savings

Fri, 27 Oct 2023 17:28:42 -0400

On this week’s episode of Take Point on Retirement, Erick shares a market update before encouraging listeners to think beyond bank cds when it comes to protecting your hard-earned retirement savings. Plus – why estate plans are for everyone, not just the wealthy!

For More Information, Visit TakePointOnRetirement.com

Retirement Redefined: Reverse Mortgages - Interview w/ Michael Forslund

Fri, 22 Sep 2023 17:19:02 -0400

On this week’s episode of Take Point on Retirement, Erick welcomes Michael Forslund to the show to discuss the advantages of reverse mortgages for retirees. Contact us today to learn more and discover if a reverse mortgage is right for you.

For More Information: TakePointWealth.com

To Contact Michael Forslund: Click Here

Questions about your Retirement?

Call Take Point Wealth Management today at (352) 616-0511

From Faith to Financial Freedom: Spiritual Wisdom for Retirement Planning

Fri, 18 Aug 2023 16:50:13 -0400

On this week’s episode of Take Point on Retirement, Erick welcomes Pastor Joe Caputo to the show to share spiritual wisdom for pre-retirees and retirees. Navigating retirement is a challenge we all face, and the team at Take Point Wealth Management is here to help!

Schedule your complimentary consultation with Take Point Wealth Management today at TakePointWealth.com

Got questions about your retirement? Call Take Point Wealth Management today at (352) 616-0511

Practical Tips to Save on Energy Costs - Retirement.Radio Network Cost-Cutters

Thu, 17 Aug 2023 15:21:53 -0400

Explore energy-saving tips for every budget, and learn solutions that go beyond the basics. Tune-in for ways to reduce your electric bill beyond switching off lights and taking shorter showers.

For More Information: TakePointOnRetirement.com

Navigating Taxes During Retirement: How to Avoid Paying More Than Necessary!

Fri, 11 Aug 2023 18:08:02 -0400

On this week’s episode of Take Point on Retirement, Erick welcomes tax expert Randy Woodruff who serves listeners and clients for Take Point Wealth Management. The guys discuss strategies for reducing your future tax bills and maximizing the retirement savings you have worked so hard for.

For More Information: https://TakePointWealth.com

Health is Wealth: Retirement Lifestyle Tips with EPIC Health & Fitness

Fri, 28 Jul 2023 16:35:05 -0400

On this week’s episode of Take Point on Retirement, Erick discusses the role your health plays in your overall retirement picture. Remember – your personal health is one of your greatest assets!

Schedule your complimentary consultation with Take Point Wealth Management today at TakePointWealth.com

Got questions about taxes or your retirement? Call Take Point Wealth Management today at (352) 616-0511

How to Delete Fees and Avoid Probate with Your Retirement and Estate Plans

Fri, 21 Jul 2023 18:17:00 -0400

On this week’s episode, Erick shares how he helps people cut costs by building fee-efficient retirement plans and making sure that a proper will and estate plan is in order. We also discuss a recent story about Aretha Franklin and a will found in her couch.

For More Information: TakePointWealth.com

Subscribe to Our YouTube Channel

Estate Planning is For Everyone with Sarah Elyaman

Fri, 14 Jul 2023 17:39:04 -0400

On this week’s episode of Take Point on Retirement, Erick is once again joined by legal expert Sarah Elyaman to help explain how estate planning is for everyone, not just the rich.

Schedule your complimentary consultation with Take Point Wealth Management today at TakePointWealth.com

Got questions about taxes or your retirement? Call Take Point Wealth Management today at (352) 616-0511